>> look at caterpillar, i didn't see much that i liked in caterpillar. but it's up three. >> boeing, regarding that stock today, how the battery is taking a smaller share of the story. >> boeing's story is bad. housing, everything housing that i've seen. it's just nonstop. georgia gold up today. pvc piping. raw costs, again, microcosm of america, raw costs, natural gas down. we're flaring more natural gas than ever before. so you get all these different bull markets at once. we're going to hear from dave here. aerospace, bull market. ford and gm, people saying, listen, they may not be that great because of currency. >> we're going to get kay schiller, speaking of housing, tomorrow. and how he's saying, i'm not sure that there is a solid recovery. in other words, i'm not going to predict what prices will do next. interesting. even though they've had a pretty good run here. >> when we talk about housing, we talk about being up, what, 20%, 25% over last year in terms of new homes, we're coming off a historic bottom. it's still not huge numbers in and of the